Carolinas Wealth Consulting LLC Reduced Holdings in Q3 2024

Carolinas Wealth Consulting LLC

  • $577 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VIG
Vanguard Dividend Appreciation

ETFs
-4.22K
- 4.42%
$182.15 - $182.15 $768K - $768K
91.2K $16.6M
GOOG
Alphabet Inc.

Communication Services
-235
- 0.76%
$149.54 - $192.66 $35.1K - $45.3K
30.7K $5.14M
GOOGL
Alphabet Inc.

Communication Services
-278
- 1.0%
$148.65 - $191.18 $41.3K - $53.1K
27.4K $4.54M
AMZN
Amazon Com Inc

Consumer Cyclical
-37
- 0.1%
$161.02 - $200.0 $5.96K - $7.4K
36.8K $6.87M
ABT
Abbott Laboratories

Healthcare
-3.55K
- 17.26%
$100.07 - $118.13 $355K - $420K
17K $1.94M
MU
Micron Technology Inc

Technology
-940
- 31.6%
$86.27 - $136.82 $81.1K - $129K
2.04K $211K
MUB
Ishares National Muni Bond ETF

ETFs
-1.47K
- 30.28%
$106.13 - $108.7 $156K - $160K
3.39K $368K
NVO
Novo Nordisk A S

Healthcare
-1K
- 90.33%
$119.07 - $145.42 $119K - $145K
107 $12K
MO
Altria Group, Inc.

Consumer Defensive
-3.81K
- 25.75%
$45.95 - $54.71 $175K - $208K
11K $560K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-1.96K
- 9.1%
$76.38 - $78.87 $150K - $155K
19.6K $1.54M
BDX
Becton Dickinson & CO

Healthcare
-471
- 51.14%
$221.47 - $242.41 $104K - $114K
450 $108K
V
Visa Inc.

Financial Services
-432
- 21.54%
$253.74 - $291.56 $110K - $126K
1.57K $432K
INVZ
Innoviz Technologies Ltd.

Consumer Cyclical
-90K
- 91.01%
$0.53 - $0.99 $47.7K - $89.1K
8.89K $7K
SBUX
Starbucks Corp

Consumer Cyclical
-1.24K
- 58.17%
$72.51 - $98.6 $89.5K - $122K
888 $86K
EW
Edwards Lifesciences Corp

Healthcare
-782
- 85.93%
$59.7 - $93.78 $46.7K - $73.3K
128 $8K
EMR
Emerson Electric CO

Industrials
-630
- 40.54%
$98.19 - $118.87 $61.9K - $74.9K
924 $101K
HSY
Hershey CO

Consumer Defensive
-340
- 97.42%
$182.45 - $203.25 $62K - $69.1K
9 $1K
XOM
Exxon Mobil Corp

Energy
-665
- 8.11%
$109.72 - $119.0 $73K - $79.1K
7.54K $883K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-602
- 56.31%
$98.99 - $101.51 $59.6K - $61.1K
467 $47K
ADBE
Adobe Inc.

Technology
-88
- 32.35%
$508.13 - $586.55 $44.7K - $51.6K
184 $95K
IDXX
Idexx Laboratories Inc

Healthcare
-114
- 92.68%
$455.08 - $517.19 $51.9K - $59K
9 $4K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-3.7K
- 79.35%
$12.67 - $14.36 $46.9K - $53.1K
963 $12K
LLY
Eli Lilly & CO

Healthcare
-52
- 16.25%
$772.14 - $960.02 $40.2K - $49.9K
268 $237K
TIP
Ishares Tr Tips Bd ETF

ETFs
-510
- 35.56%
$105.92 - $110.83 $54K - $56.5K
924 $102K
VGT
Vanguard Information Technolog

ETFs
-106
- 8.17%
$514.43 - $606.85 $54.5K - $64.3K
1.19K $699K
INTU
Intuit Inc

Technology
-53
- 11.62%
$602.97 - $670.49 $32K - $35.5K
403 $250K
AME
Ametek Inc

Industrials
-253
- 97.68%
$152.74 - $176.01 $38.6K - $44.5K
6 $1K
CRWD
Crowd Strike Holdings, Inc.

Technology
-95
- 95.0%
$217.89 - $392.15 $20.7K - $37.3K
5 $1K
UBER
Uber Technologies, Inc

Technology
-531
- 28.87%
$58.48 - $77.47 $31.1K - $41.1K
1.31K $98K
PH
Parker Hannifin Corp

Industrials
-82
- 59.85%
$501.01 - $635.92 $41.1K - $52.1K
55 $34K
OXY
Occidental Petroleum Corp

Energy
-361
- 26.78%
$49.91 - $63.73 $18K - $23K
987 $50K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-9
- 50.0%
$3305.62 - $4268.05 $29.8K - $38.4K
9 $37K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-352
- 57.99%
$96.25 - $101.98 $33.9K - $35.9K
255 $25K
SOXX
Ishares Semiconductor ETF

ETFs
-120
- 37.38%
$199.29 - $265.49 $23.9K - $31.9K
201 $46K
NUE
Nucor Corp

Basic Materials
-45
- 1.36%
$137.77 - $166.14 $6.2K - $7.48K
3.28K $492K
MKC
Mccormick & CO Inc

Consumer Defensive
-540
- 44.7%
$69.44 - $84.76 $37.5K - $45.8K
668 $54K
BCPC
Balchem Corp

Basic Materials
-202
- 97.58%
$154.1 - $181.56 $31.1K - $36.7K
5 $0
AMGN
Amgen Inc

Healthcare
-95
- 23.69%
$309.38 - $337.38 $29.4K - $32.1K
306 $98K
VLO
Valero Energy Corp

Energy
-58
- 7.07%
$132.81 - $163.48 $7.7K - $9.48K
762 $102K
USB
Us Bancorp \De\

Financial Services
-1.02K
- 29.78%
$39.04 - $47.23 $39.8K - $48.1K
2.4K $109K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
-128
- 32.65%
$126.87 - $148.36 $16.2K - $19K
264 $34K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-604
- 7.98%
$71.45 - $75.64 $43.2K - $45.7K
6.96K $522K
ICSH
Blackrock Ultra Short Term Bon

ETFs
-423
- 61.84%
$50.32 - $50.75 $21.3K - $21.5K
261 $13K
ASML
Asml Holding Nv

Technology
-1
- 1.23%
$749.82 - $1098.95 $750 - $1.1K
80 $66K
DEO
Diageo PLC

Consumer Defensive
-132
- 77.19%
$120.02 - $140.77 $15.8K - $18.6K
39 $5K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-20
- 26.32%
$1015.62 - $1159.62 $20.3K - $23.2K
56 $64K
NXPI
Nxp Semiconductors N.V.

Technology
-56
- 98.25%
$225.14 - $290.78 $12.6K - $16.3K
1 $0
COP
Conocophillips

Energy
-53
- 5.58%
$102.3 - $116.61 $5.42K - $6.18K
897 $94K
WFC
Wells Fargo & Company

Financial Services
-142
- 7.34%
$51.58 - $60.97 $7.32K - $8.66K
1.79K $101K
Activity Summary
Buys All Purchases 486 New Holdings 73 Increased Positions 413 Sells All Sells 212 Reductions 212 Sold out 0 Options Calls 0 Puts 0
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